HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ 4 7~~~-r~~ ~IMFHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPR~' E ,~L WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ',{.,)~, 3 ~~~
PO BOX 280601 OF';. "'may 0 ND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
Z~a~ JUL - ~ ~~ ~T ~;-PATE 06-23-2008
ESTATE OF WILLIS HERMAN L
a~ ~ DATE OF DEATH 06-30-2007
~pp~.~~~p ~~ FILE NUMBER 21 07-0840
RICHARD L WEBBER JR ESq ~UM~B~~ ,LAND ~,,P~ ACNNTY lO1BERLAND
WEIGLE 8. ASSOCS APPEAL DATE: 08-22-2008
126 E K I NG ST (See reverse side under Objections)
SHIPPENSBURG PA 17257 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLIS HERMAN L FILE N0. 21 07-0840 ACN 101 DATE 06-23-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 70.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 70.38 9.72
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 70,459.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 11,899.58
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 992 .00
11. Total Deductions C11) )2,g q _ g
12. Net Value of Tax Return (12) 57,568.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 57,568.14
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 57,568.14 X 045 = 2,590.57
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 _ .00
19. Principal Tax Due (19)= 2,590.57
TAY f_QFi1TTC.
AY E T
DATE RECEIPT
NUMBER DIS OUN (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-31-2008 CD009488 .00 2,521.40
03-31-2008 CD009489 .00 69.17
06-16-2008 SBADJUST .00 .50
TOTAL TAX CREDIT 2,590.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED. `
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)